Roxbury Financial LLC Incresed Positions in Q4 2025

Roxbury Financial LLC

  • $111 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.13%
$94.02 - $97.61 $94 - $97.6
795 $76.5M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1
+ 0.33%
$61.61 - $63.45 $61.6 - $63.5
305 $19M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.36%
$74.98 - $79.86 $150 - $160
555 $43.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.18%
$88.49 - $93.64 $88.5 - $93.6
554 $49.5M
PSX
Phillips 66

Energy
1
+ 0.93%
$126.76 - $142.32 $127 - $142
109 $14M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
19
+ 1.32%
$56.88 - $60.06 $1.08K - $1.14K
1.46K $80.6M
CUBE
Cube Smart

Real Estate
2
+ 1.08%
$36.62 - $42.34 $73.2 - $84.7
187 $6.73M
NJR
New Jersey Resources Corp

Utilities
5
+ 0.99%
$44.13 - $47.67 $221 - $238
508 $23.4M
FDIG
Fidelity Covington Tr Crypto I

ETFs
1
+ 1.23%
$41.1 - $58.8 $41.1 - $58.8
82 $3.15M
South Bow Corp Com
2
+ 0.17%
N/A
1.15K $31.7M
EVRG
Evergy, Inc.

Utilities
3
+ 0.77%
$75.56 - $78.73 $227 - $236
392 $28.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.16%
$70.3 - $73.05 $70.3 - $73.1
640 $45.7M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.68%
$72.9 - $83.27 $72.9 - $83.3
149 $11M
AEE
Ameren Corp

Utilities
1
+ 0.35%
$101.28 - $105.72 $101 - $106
290 $29M
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
2
+ 0.23%
$53.04 - $55.26 $106 - $111
871 $47M
PAYX
Paychex Inc

Industrials
1
+ 1.02%
$111.08 - $128.59 $111 - $129
99 $11.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 1.79%
$237.56 - $271.47 $238 - $271
57 $14M
AMT
American Tower Corp

Real Estate
1
+ 0.74%
$176.64 - $193.32 $177 - $193
137 $24.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2
+ 0.41%
$74.62 - $78.21 $149 - $156
494 $35.3M
BX
Blackstone Inc.

Financial Services
1
+ 0.67%
$138.42 - $168.45 $138 - $168
151 $23.3M
CCI
Crown Castle International Corp

Real Estate
5
+ 1.16%
$87.81 - $98.87 $439 - $494
437 $38.8M
FE
Firstenergy Corp

Utilities
10
+ 0.31%
$45.46 - $47.69 $455 - $477
3.22K $144M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.29%
$92.34 - $95.43 $1.2K - $1.24K
4.57K $430M
MOS
Mosaic CO

Basic Materials
3
+ 0.92%
$24.92 - $35.41 $74.8 - $106
329 $7.92M
GD
General Dynamics Corp

Industrials
4
+ 0.3%
$330.59 - $353.77 $1.32K - $1.42K
1.36K $457M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
66
+ 3.61%
$50.33 - $53.35 $3.32K - $3.52K
1.9K $91.2M
EQIX
Equinix Inc

Real Estate
1
+ 0.3%
$772.6 - $846.01 $773 - $846
339 $259M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.43%
$100.05 - $123.23 $100 - $123
235 $23.7M
T
At&T Inc.

Communication Services
15
+ 0.87%
$24.44 - $27.55 $367 - $413
1.74K $43.2M
SO
Southern CO

Utilities
8
+ 0.91%
$90.58 - $99.72 $725 - $798
889 $77.5M
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.56%
$211.96 - $244.38 $4.24K - $4.89K
3.57K $815M
AFL
Aflac Inc

Financial Services
6
+ 0.08%
$105.7 - $115.01 $634 - $690
7.99K $881M
MET
Metlife Inc

Financial Services
13
+ 0.38%
$75.97 - $82.89 $988 - $1.08K
3.46K $273M
PANW
Palo Alto Networks Inc

Technology
1
+ 0.13%
$204.77 - $221.38 $205 - $221
757 $139M
ABT
Abbott Laboratories

Healthcare
4
+ 0.21%
$123.62 - $134.59 $494 - $538
1.89K $237M
HON
Honeywell International Inc

Industrials
4
+ 0.32%
$194.07 - $220.67 $776 - $883
1.24K $241M
ENB
Enbridge Inc

Energy
32
+ 0.36%
$46.39 - $50.07 $1.48K - $1.6K
8.96K $429M
FSTA
Fidelity Covington Tr Msci Con

ETFs
181
+ 0.32%
$48.21 - $50.77 $8.73K - $9.19K
56.6K $2.78B
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.28%
$242.03 - $260.73 $1.45K - $1.56K
2.13K $524M
XLE
Energy Sector Spdr

ETFs
4.5K
+ 85.58%
$85.22 - $92.02 $383K - $414K
9.76K $436M
MO
Altria Group, Inc.

Consumer Defensive
134
+ 2.36%
$56.38 - $66.65 $7.55K - $8.93K
5.82K $335M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.16%
$609.01 - $751.67 $609 - $752
627 $414M
NFLX
Netflix Inc

Communication Services
1.68K
+ 907.03%
$110.29 - $1241.35 $185K - $2.08M
1.86K $175M
DUK
Duke Energy Corp

Utilities
88
+ 0.84%
$121.57 - $129.03 $10.7K - $11.4K
10.5K $1.23B
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.08%
$225.0 - $247.99 $1.13K - $1.24K
6.51K $1.57B
ORCL
Oracle Corp

Technology
1
+ 0.09%
$217.57 - $313.0 $218 - $313
1.09K $213M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.07%
$250.9 - $292.94 $1K - $1.17K
5.45K $1.4B
Activity Summary
Buys All Purchases 162 New Holdings 14 Increased Positions 148 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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